Integration · Accounting

Connect Claude & ChatGPT to Double

Ask your AI which month-end closes are still open, who has which task, or how a client's profit and loss looks in Double. It can read clients, closes, close tasks, custom tasks, comments, time entries and client files, and pull a client's profit and loss, balance sheet and cash flow. It can also create clients, contacts, closes, tasks and notes.

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Try asking

“Where are we on the March close for Hansen Bygg?”
The AI finds the client's close for March and lists its close tasks with assignees and due dates.
“What is on Maja's plate this week?”
It lists the close tasks and custom tasks assigned to her.
“Show me Nordic Cafe's profit and loss for Q2.”
It reads the client's profit and loss report for April to June.

What your AI can do

Month-end closes

List closes across clients or for one client, create a close period, and read and update close tasks.

Clients and contacts

Search, read and create clients, read client details and files, and create, update and search contacts.

Tasks, time and reports

Create and update custom tasks, list comments, emails and time entries, and read a client's P&L, balance sheet and cash flow.

“Move the bank reconciliation task to Friday and give it to Jonas.”
It updates the close task's due date and assignee.
“Create a task to request missing receipts from Hansen Bygg, due next Monday.”
It creates a custom task for the client with a due date.
“Add a note to Nordic Cafe that they switched banks in May.”
It creates a digital note on the client.

103 tools for Double

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

create_clientChanges dataCreate a client with `name`, plus optional accounting `basis`, assigned `user_ids` and fiscal year start.
create_closeChanges dataCreate a month-end close period for a client with `client_id` and `month_date`.
create_contactChanges dataCreate a contact with `first_name`, `last_name`, `email` and `phone_number`, linked to clients via `client_ids`.
create_custom_taskChanges dataCreate a custom task with `task_name`, and optionally `client_id`, `assigned_to`, `due_date` and `priority`.
create_customer_file_nodeChanges dataCreate a new file node for a customer. Required: body. Search file nodes first to avoid duplicates. API summary: Create a folder or add uploaded files.
create_customer_propertyChanges dataCreate a new property for a customer. Required: property column id or value. API summary: Create a new property for a client.
create_digital_noteChanges dataCreate a digital note on a client with `title` and `body`.
create_organizerChanges dataCreate a new organizer. Required: client id. API summary: Create a tax organizer.
create_pageChanges dataCreate a new page. Required: initial client portal message, client id or type. API summary: Create a post.
create_subscriptionChanges dataCreate a new subscription. Required: url or type. API summary: Create a new hook subscription.
create_tabChanges dataCreate a new tab. Required: type or name. API summary: Create a tab on the Metrics page.
create_tab_variableChanges dataCreate a new variable for a tab. Required: name or type. Search variables first to avoid duplicates. API summary: Create a variable on a custom Metrics tab.
create_task_templateChanges dataCreate a new task template. Required: client ids or task template id. API summary: Apply task template to clients.
create_template_applyChanges dataCreate a new apply for a template. Required: client ids. API summary: Apply an organizer template to clients.
create_userChanges dataCreate a new user. Required: email or name.
create_visualChanges dataCreate a new visual. Required: name, visual type, format, rounding or variables. API summary: Create a visual (chart) on the Metrics page.
delete_customer_file_nodeDeletesPermanently delete a file node by node id. Destructive action; may require approval. API summary: Move a file or folder to trash.
delete_customer_propertyDeletesPermanently delete a property by property id. Destructive action; may require approval.
delete_subscriptionDeletesPermanently delete a subscription by hook id. Destructive action; may require approval. API summary: Delete a hook subscription.
delete_tabDeletesPermanently delete a tab by tab id. Destructive action; may require approval. API summary: Delete a Metrics tab and its variables.
delete_tab_variableDeletesPermanently delete a variable by variable id. Destructive action; may require approval. API summary: Delete a variable from a custom Metrics tab.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval.
delete_user_branchDeletesPermanently delete a branch by branch id. Destructive action; may require approval. API summary: Revoke user access to a branch.
delete_visualDeletesPermanently delete a visual by visual id. Destructive action; may require approval. API summary: Delete a visual from the Metrics page.
get_a_tax_organizerGet one organizer by organizer id. API summary: Get a tax organizer.
get_activity_logGet one activity log. API summary: Get Activity Log Count.
get_balance_sheetGet a client's balance sheet by `client_id` for a date range.
get_cash_flowGet a client's cash flow report by `client_id` for a date range.
get_clientGet one client by ID, with its settings and team.
get_client_attachmentsList documents for a customer. Optional filters: type. Results are paginated. API summary: Get client attachments.
get_client_detailsGet a client's details (notes and key information) by `client_id`.
get_close_taskGet one close task by `task_id`.
get_contactGet one contact by `contact_id`.
get_count_of_custom_former_non_closing_tasksGet one task. API summary: Get count of custom (former non-closing) tasks.
get_custom_former_non_closing_task_by_idGet one task by task id. API summary: Get custom (former non-closing) task by ID.
get_customerGet one customer. API summary: Get count of clients.
get_digital_note_by_idGet one message by message id. API summary: Get digital note by ID.
get_email_countGet one message. API summary: Get email count.
get_file_nodeGet one file node by client id. API summary: Count files and folders in a folder.
get_messageGet one message. API summary: Get comments.
get_number_of_end_closesGet one project. API summary: Get number of end closes.
get_number_of_projectsGet one project. API summary: Get number of projects.
get_number_of_tasks_by_clientidGet one task. API summary: Get number of tasks by clientId.
get_organizerGet one organizer. API summary: Count tax organizers.
get_pageGet one page by page id. API summary: Get a post by ID.
get_profit_and_lossGet a client's profit and loss report by `client_id` for `start_date` to `end_date`.
get_projectGet one project. API summary: Get number of clients.
get_properties_count_for_a_clientGet one property by client id. API summary: Get properties count for a client.
get_propertyGet one property. API summary: Get property columns count.
get_property_countGet one property by property column id. API summary: Get the count of property values across clients for a property column.
get_subscriptionGet one subscription. API summary: Get total count of hook subscriptions.
get_timerGet one timer. API summary: Get timers count.
get_userGet one user. API summary: Get total count of users.
get_user_by_idGet one user by user id. API summary: Get user by ID.
list_activity_logsList activity logs. Optional filters: entity id, client id, user id, contact id, action or entity. Results are paginated. API summary: Get Activity Log.
list_branchesList branches. Results are paginated. API summary: Get list of branches for a practice.
list_client_closesList a client's month-end closes by `client_id`, optionally for a `year` and `month`.
list_client_contactsList the contacts linked to a client by `client_id`.
list_client_filesList the files stored for a client by `client_id`.
list_close_tasksList month-end close tasks, filtered by `client_id`, `end_close_id` or assignee.
list_closesList month-end closes across clients, filtered by `client_id` and year-month range. Use `is_latest` for just the most recent close.
list_commentsList comments, filtered by `client_id`, `task_id` or date.
list_custom_tasksList custom (non-closing) tasks, filtered by `client_id`, assignee or `type`.
list_customer_assignmentsList assignments for a customer. API summary: Get client assignments.
list_customer_propertiesList properties for a customer. Results are paginated. API summary: Get paginated properties for a client.
list_emailsList emails logged in Double, filtered by `client_id` or date.
list_organizer_responsesList responses for a organizer. API summary: Get the client responses of a tax organizer.
list_organizersList organizers. Optional filters: client id or status. Results are paginated. API summary: List tax organizers.
list_pagesList pages. Optional filters: type, updated from timestamp, updated to timestamp, latest message updated from timestamp or latest message updated to timestamp. Results are paginated. API summary: Get posts.
list_projectsList projects (such as tax work) by client and year range.
list_projects_2List projects. Optional filters: client id. Results are paginated. API summary: Get clients ordered by id.
list_propertiesList properties. Results are paginated. API summary: Get paginated property columns for a practice.
list_properties_getList properties for a property. Results are paginated. API summary: Get paginated property values across clients for a property column.
list_sectionsList sections. Results are paginated. API summary: Get list of sections for a practice.
list_subscriptionsList subscriptions. Results are paginated. API summary: Get hook subscriptions with pagination.
list_tabsList tabs. API summary: List the tabs on a client's Metrics page.
list_task_templatesList task templates. API summary: Get task templates.
list_templatesList templates. API summary: List organizer templates.
list_time_entriesList tracked time, filtered by `user_id`, `client_id`, `billable` or dates.
list_user_branchesList branches for a user. Results are paginated. API summary: Get list of branches for a specific user.
list_usersList the team members in the practice.
list_visualsList visuals. API summary: List the visuals (charts) on the client's Metrics page.
search_clientsList or search clients by `name`, `status` or `id`.
search_contactsSearch contacts by `email` or `phone_number`.
search_customer_file_nodesSearch file nodes for a customer by parent id, type, search, sort or order. Use this to find existing file nodes before creating a new file node. Results are paginated. API summary: List files and folders in a folder (paginated).
search_variablesSearch variables by tab id or search. Use this to find existing variables before creating a new variable. API summary: List the variables of the client's Metrics tabs.
update_close_taskChanges dataUpdate a close task by `task_id`: change `assigned_to`, `due_date` or `sub_text`.
update_contactChanges dataUpdate a contact by `contact_id`, including linked clients and portal access. Only the fields you pass change.
update_custom_taskChanges dataUpdate a custom task by `task_id`: change `assigned_to` or `due_date`.
update_customer_detailsVisible to othersUpdate an existing detail identified by client id. Has effects visible outside this system. API summary: Update client details.
update_customer_file_nodeChanges dataUpdate an existing file node identified by node id. Only the fields you pass are changed. API summary: Rename or move a file or folder.
update_customer_propertyChanges dataUpdate an existing property identified by property id. Only the fields you pass are changed. API summary: Update a property value.
update_organizerChanges dataUpdate an existing organizer identified by organizer id. Only the fields you pass are changed. API summary: Update a tax organizer.
update_organizer_responsesVisible to othersUpdate an existing response identified by organizer id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update the client responses of a tax organizer.
update_positionsVisible to othersUpdate an existing position identified by client id. Has effects visible outside this system. API summary: Reorder the visuals grid.
update_settingsVisible to othersUpdate an existing setting identified by user id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update personal inbox setting for user.
update_tabChanges dataUpdate an existing tab identified by tab id. Only the fields you pass are changed. API summary: Rename a Metrics tab.
update_tab_variableChanges dataUpdate an existing variable identified by variable id. Only the fields you pass are changed. API summary: Update a variable on a custom Metrics tab.
update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed.
update_user_branchChanges dataUpdate an existing branch identified by branch id. API summary: Grant user access to a branch.
update_user_settingsVisible to othersUpdate an existing setting identified by user id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update user email permission settings.
update_visualChanges dataUpdate an existing visual identified by visual id. Only the fields you pass are changed. API summary: Update a visual on the Metrics page.
upload_document_urlsChanges dataUpload a document. API summary: Get presigned URLs to upload files to S3.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Double from the app list.
2
Paste your key
Paste the Client ID and Client Secret from Double. You create them in Double under practice settings › General › Generate API Key, or you can get them from your CSM or [email protected]. No separate sign-in is needed.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Double?

The AI can search and read clients, client details, files, contacts, closes, close tasks, custom tasks, projects, comments, emails, time entries and users, and read a client's profit and loss, balance sheet and cash flow. It can create clients, contacts, closes, custom tasks and digital notes, and update contacts, custom tasks and close tasks.

Does the AI see my Double credentials?

No. Your Double credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. New clients, new closes and reassigned tasks change what your team sees, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Double connects with OAuth, and this OAuth connection needs the HeyMyApps Pro plan. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Double account.

Where do I get the Client ID and Client Secret?

In Double, open practice settings › General and click Generate API Key. That creates an API client with a Client ID and Client Secret. You can also ask your CSM or [email protected] for credentials. There is no sign-in step: HeyMyApps uses the two values to get access on its own.